The loop
Everything in Inventory follows one loop. Set it up once, then run the count → approve → report cycle on whatever cadence you choose (per shift, daily, weekly).1
Set up ingredients
Build the ingredient catalog for the business, then track the ones you care
about at each branch with an opening stock balance. See
Set up ingredients.
2
Count (staff, mobile app)
Staff open a stocktake in the klikit app and count each tracked ingredient.
See Run a stocktake.
3
Approve (manager, dashboard)
A manager reviews the counted numbers and the variance, then approves or
rejects. Approval adjusts stock and writes the ledger.
4
Report & act
Movement history, food cost, valuation, and variance-by-reason let a manager
see where stock went and act on it. See Reports & movements.
Where each part lives
klikit dashboard (cloud)
Set up ingredients and stock levels, review and approve stocktakes, and
read Reports and Movements. This is where managers and owners work.
klikit app (mobile / NMA)
Where staff run the physical count — start a stocktake, enter quantities,
pick a variance reason, and submit for approval.
Key concepts
Ingredient
Ingredient
A raw item you want to track (e.g. Almonds, Flour, Olive Oil). Ingredients
live in a business-level catalog and carry a unit and category. Creating
an ingredient does not by itself make it countable at a branch — you also
have to track it there.
Stock level (tracked ingredient at a branch)
Stock level (tracked ingredient at a branch)
An ingredient that is being tracked at a specific branch, with a current
quantity, an opening stock balance, and an optional reorder point. A
stocktake counts exactly the branch’s active stock levels — no stock levels,
nothing to count.
Stocktake
Stocktake
A physical count session for a branch. When created, it snapshots one count
line per active stock level. Staff enter the real quantities; the difference
from the expected quantity is the variance.
Variance & reason codes
Variance & reason codes
Variance is counted − expected. When it isn’t zero, staff pick a reason so
shrinkage is explainable and reportable: Supplier Short Delivery,
Wastage, Opening Stock Adjustment, Theft, or Other.
Movement ledger
Movement ledger
Every stock change (a sale’s consumption, a stocktake adjustment, etc.) is
written as an immutable ledger entry. The Movements tab is the audit trail.
Beyond counting
Stocktakes keep counts honest. The rest of Inventory keeps them honest automatically by recording stock as it actually moves — bought, produced, wasted, and transferred. These capabilities are enabled per business.Purchasing & receiving
Raise purchase orders to suppliers, approve them, and receive delivered
stock — an auditable draft → approved → received lifecycle.
Production runs
Turn raw ingredients into finished goods and track actual yield against the
recipe.
Waste logging
Record spoilage, expiry, and over-portioning with a reason, and analyse
waste cost by category.
Commissary & transfers
Supply branches from a central kitchen and move stock between locations with
delivery orders.
Before you start
Inventory is rolled out per business and per branch. If you don’t see the
Inventory section in the dashboard, or a branch has no stocktake option in
the app, it isn’t enabled yet for that business/branch — ask your klikit contact
to enable it. Access is also role-based: owners and branch managers set up and
approve; staff count.